Delivering dashboards by email

After you share a dashboard, you can notify users of updates by automatically emailing the latest version on a schedule you configure.

Note: You cannot schedule dashboard deliveries to light agents.

Tip: Sometimes you might want to share dashboards with people who do not have a Zendesk Support account. In these cases, you can export the dashboard into another format like an image, or a spreadsheet, and then email it as an attachment to the person (see Saving queries).

I put a ticket into Zendesk Explore Support and they were able to resolve the unsubscribed agents. They also let me know that currently there is no self-management for this, and that a ticket is required to have people removed from the unsubscribe list.

Is there a way to email to individual users without sharing with the entire group? We have created dashboards for our agents that we want to email out to them every night and the only way it seems to do this right now is to create a group for every single person. We have over 40 people on our team and this feels very manual. Will this ever change?

In the To authorized group(s) text box, enter the groups permitted to view the dashboard. An authorized group is a group with whom you have previously shared the dashboard. You must share a dashboard before you can schedule a delivery.

So it's correct that you only can schedule dashboards with agent groups and not individual persons?So it's possible you need to create specific agent groups in Zendesk Support to schedule maybe a report to just one person?

I need to create an admin-level dashboard to monitor specific things (all sorts of % tickets with high-level ticket fields, and other stuff) that I'd like to receive daily, without bothering anyone else. GoodData enables this but I'd like to move to Explore.

Having to create a Group in Support just so that I can do this seems a bit too much (I'd like to avoid "polluting" the entire account with reporting Groups).

Thank you for the feedback on Explore. Unfortunately, at this time the only way to send scheduled reports is to groups. If you want the reports via email, the way to do so is to create a group where you are the only user.

The ability to schedule dashboard exports to individual Zendesk Support agents (as opposed to Groups) would be extremely helpful for us. Is this something that is being worked on or can a ticket be raised to potentially support this functionality in the future?

When we deliver a dashboard, we can choose an excel option or another document extension.It looks very comfortable, but there is one problem:

My excel documents are wrapped in a zip archive

The archived document has no title.

Tell me, please, are there any settings that are responsible for this?I do not want to archive the document, as this makes it difficult to work with it promptly.I attach screenshots and hope for your answer, thanks.

I ran a few tests and determined the following behavior for Explore dashboard deliveries:

If you add a bookmark to a dashboard, it will not be applied to any attachments chosen (such as images, PDFs, and CSVs).

If you share the ability to view a dashboard with an agent who has permission to access Explore (regardless of their Explore role), they will be able to open the dashboard and select bookmarks. In order to do this as a Viewer, the Bookmark widget must be visible.

Unfortunately, it is not possible to edit the settings of the Excel delivery. Neither the fact that the file is in .zip format or the behavior regarding the document title can be changed. Apologies for the inconvenience here.

I checked our feedback forum and found a similar request in this post. If you'd like, you're welcome to add your use case for additional context. Our team reviews those posts and adds your feedback to our roadmap wherever possible.